IDFC Arbitrage Fund
An open ended scheme investing in arbitrage opportunities
Buying in one market and selling in another simultaneously to take advantage of a temporary price differential is called arbitrage.
For instance, if you could buy A in Gujarat at `100 and sell it in Mumbai simultaneously at `101, you could make `1 profit at very low risk. This opportunity arises out of market inefficiency and is the basis of every arbitrage trade.
- Min Investment 100
- Min SIP Amount 100
- Exit Load0.0025%0.25% if redeemed / switched-out within 1 month from the date of allotment (w.e.f 01st July 2016)
This product is suitable for investors who are seeking* :
- To generate low volatility returns over short to medium term.
- Investments predominantly in arbitrage opportunities in the cash and derivative segments of the equity markets with balance exposure in debt and money market instruments.
Scheme is suitable for goals with a horizon of 5+ years, 3-5 years, 1-3 years, upto 1 year
Benchmark : Nifty 50 Arbitrage IndexAlternate Benchmark : Nifty 50 TRI
Arpit Kapoor has over a decade of experience in the Finance industry and has been associated with IDFC AMC since October 2015 where he tracks Auto, Consumer, Healthcare and the NBFC space.
He is managing this fund since 01/03/2017
Yogik Pitti has has over a decade of experience in the Mutual Fund industry. He has been with IDFC AMC right from its inception.
He is managing this fund since 27/06/2013
Harshal Joshi has over a decade of experience in the Mutual Fund space and has been associated with IDFC AMC since its inception.
He is managing this fund since 20/10/2016
Value of 10,000 invested in IDFC Arbitrage Fund - Regular Plan - Growth
IDFC Arbitrage Fund - Regular Plan - GrowthValue:10,526.5
Nifty 50 Arbitrage Index #Value:10,434.01
Nifty 50 TRI ##Value:8,839.79
|Scheme Names||CAGR Returns (%)||Current value of Investment of 10,000|
|1 year||3 year||5 year||21/12/2006 Since inception||1 year||3 year||5 year||21/12/2006 Since inception|
|IDFC Arbitrage Fund - Regular Plan - Growth||5.22||5.86||5.96||6.99||10,526.5||11,866.55||13,359.8||24,939.8|
|Nifty 50 Arbitrage Index #||4.30||4.93||5.30||0.00||10,434.01||11,555.73||12,946.88||0|
|Nifty 50 TRI ##||-11.51||3.95||5.55||8.89||8,839.79||11,233.23||13,104.23||31,648.32|
|# Scheme Benchmark | ## Scheme Alternate Benchmark|
This fund is managed by Arpit Kapoor (w.e.f 01/03/2017 ), Yogik Pitti (w.e.f 27/06/2013 ), Harshal Joshi (w.e.f 20/10/2016 )
*Performance based on NAV as on 31/07/2020.
View fund performance of other funds managed by Arpit Kapoor, Yogik Pitti, Harshal Joshi
Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.
For taxation, please refer the link : https://bit.ly/2BbIG7j
Dividend HistoryDividend History
|Record Date||/ Unit||NAV|